Premier Financial Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Eureka, CA. Its latest Form ADV filing, dated March 2, 2026, reports $820M in regulatory assets under management, 17 employees, and 1,362 accounts.
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
530
2
Pension Plans
5.9%
35
3
HNWI
2.7%
16
4
Corporations
1.2%
7
5
Charitable
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$820Mas of March 2, 2026
Discretionary85.1%
$698M
85% of total RAUM85.1%
Non-discretionary14.9%
$122M
15% of total RAUM14.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$820M
Total Accounts1,362
10Y AUM Change+$329M (+66.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee35:1
10Y Employee Change+1 (+6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.